Cash Flow Analysis

The Future of Finances Has Arrived

By showing users their cash flow trends over time, the Envestnet® | Yodlee® Cash Flow Analysis FinApp help users better understand their income and spending patterns across their various accounts and make financially sound decisions going forward.

With expense and income month to date, as well a projected cash flow forecast, users can see how income and expenses positively and negatively affect their overall net cash flow, and plan accordingly.

As one of the most critical tools for consumers and small businesses, financial institutions and Internet innovators can use Cash Flow Analysis to give their users greater insight and understanding, to strengthen customer relationships and increase engagement.

Key Benefits

  • View historic cash flow as well as forecasted cash flow for the current month
  • See monthly income and monthly actual expenses against the forecast
  • User has ability to click into income and expense to see more details
  • Include/exclude transactions tagged for business
  • Ability to manually add projected transactions for accurate forecasting

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